TRUTORO
VERITAS INDEPENDENT PARTNERS, LLC Legal Name
Adviser information for TRUTORO last updated from Form ADV on February 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arkansas, United States |
Employees
| Total Number of Employees | 17 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 15 |
| Registered State Investment Advisers | 15 |
| Licensed Agents of an Insurance Company | 14 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,238 | $138.6M |
| Non-Discretionary | 12 | $55,356 |
| Total | 1,250 | $138.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,187 | $96.9M |
| HNW Individuals | 49 | $41.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $55,373 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $183,755 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-120986 |
|---|---|
| SEC ERA File Number | 801-120986 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169291 |
| Legal Entity Identifier | None |
Principal Office
2201 WASHINGTON AVENUESUITE 2
CONWAY
AR
United States
Monday - Friday, 8AM - 5PM
Tel: 501-358-6131, Fax: None
Websites
www.trutoro.com
www.linkedin.com/company/25050573/
www.facebook.com/perspectivesgroupfinancial/
www.facebook.com/fountain.financial.cpa/
www.mws.solutions/
www.cardinalinvestmentgroup.com/
peaceintheplan.com/
www.facebook.com/cardinalinvestmentgroup/
www.pgfadvisor.com/
www.linkedin.com/company/10452128/
Chief Compliance Officer
DEBRA SHANNON
PRINCIPAL
2201 WASHINGTON AVENUE
SUITE 2
CONWAY
AR
United States
Tel:
501-358-6131
D****@**************M
(Full email address available in API data)
Regulatory Contact
GAIL MURDOCH
PRINCIPAL/CEO
2201 WASHINGTON AVENUE
SUITE 2
CONWAY
AR
United States
Tel:
501-358-6131
G***@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SHANNON, DEBRA DAWN | Individual | – | MANAGING MEMBER/ CCO-BD CCO-RIA | 09/2013 | 50-75% |
| MURDOCH, REBECCA GAIL | Individual | – | MANAGING MEMBER/REP | 09/2013 | 50-75% |
| ANDERSON, KATHERINE ALICE | Individual | – | FINANCIAL OPERATIONS PRINCIPAL | 08/2014 | < 5% |